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ZWJ Investment Counsel’s Schwab 1000 Index ETF SCHK Stock Holding History

ZWJ Investment Counsel’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-9,402
Closed -$201K – 185
2021
Q2 		$201K Sell
9,402
-1,500
-14% -$31.1K 0.01% 165
2021
Q1 		$215K Hold
10,902
– – 0.01% 164
2020
Q4 		$204K Buy
+10,902
New +$192K 0.01% 160

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

ZWJ Investment Counsel's SCHK Position: Q3 2021 in Review

ZWJ Investment Counsel sold out of Schwab 1000 Index ETF (SCHK) in Q3 2021, closing a stake of 9,402 shares — an estimated $201K sold.

ZWJ Investment Counsel first reported a position in SCHK in Q4 2020 and held it in 3 quarters. The position peaked at $215K in Q1 2021. 98 funds tracked by Wall St. Rank hold SCHK as of Q3 2021.

  • ZWJ Investment Counsel reported no remaining Schwab 1000 Index ETF position as of Q3 2021 after selling out during the quarter.
  • ZWJ Investment Counsel sold 9,402 Schwab 1000 Index ETF shares in Q3 2021, an estimated $201K.
  • ZWJ Investment Counsel first reported a position in Schwab 1000 Index ETF in Q4 2020 and held it in 3 quarters.
  • ZWJ Investment Counsel's Schwab 1000 Index ETF position peaked at $215K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2021.

Based on ZWJ Investment Counsel's 13F filing for Q3 2021, filed 31 Mar 2022.